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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,827 | $69,590-12.6% | $136,867-55.6% | $94,015-35.3% |
| Participation rate | 84.4% | 66.3%+18.1pp | 74.5%+9.8pp | 70.8%+13.6pp |
| Annual return | 11.07% | 19.62%-8.5pp | 42.97%-31.9pp | 17.84%-6.8pp |
| Employer contribution / active EE | $4,191 | $2,396+74.9% | $3,547+18.2% | $2,790+50.2% |
| Participant deferral / active EE | $2,860 | $3,437-16.8% | $4,924-41.9% | $4,249-32.7% |
| Admin fee / account holder | $4,023 | $8,912-54.9% | $10,340-61.1% | $8,951-55.1% |